SWA
SF

Sutton Wealth Advisors’s Stifel SF Stock Holding History

Sutton Wealth Advisors’s Portfolio SF Stock Details SF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-9
Closed -$350 – 1435
2022
Q4 		$350 Buy
9
+6
+200% +$237 ﹤0.01% 1550
2022
Q3 		$104 Sell
3
-26
-90% -$1.02K ﹤0.01% 1592
2022
Q2 		$1.06K Hold
29
– – ﹤0.01% 1265
2022
Q1 		$1.29K Buy
29
+12
+71% +$576 ﹤0.01% 1278
2021
Q4 		$775 Buy
+17
New +$825 ﹤0.01% 1398

Other funds holding SF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Sutton Wealth Advisors's SF Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Stifel (SF) in Q1 2023, closing a stake of 9 shares — an estimated $350 sold.

Sutton Wealth Advisors first reported a position in SF in Q4 2021 and held it in 5 quarters. The position peaked at $1.29K in Q1 2022. 366 funds tracked by Wall St. Rank hold SF as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Stifel position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 9 Stifel shares in Q1 2023, an estimated $350.
  • Sutton Wealth Advisors first reported a position in Stifel in Q4 2021 and held it in 5 quarters.
  • Sutton Wealth Advisors's Stifel position peaked at $1.29K in Q1 2022.
  • 366 funds tracked by Wall St. Rank held Stifel as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.